Expenses: Adding a ReimbursementΒΆ

When you make a purchase with your own money for work-related expenses that should be reimbursed, you should record this by adding a new reimbursement.

  1. Click in the ribbon

  2. Click Finance

  3. Click Expenses

  4. Click Items

  5. Click in the upper right hand corner

  6. Click Reimbursement

  7. Select date of purchase

  8. Click Choose a vendor

    • Select a vendor

  9. Upload a receipt

  10. Enter total

  11. Click Save